accounts of the same account type (for example, asset and expense accounts cannot be combined) and

detail accounts.

You cannot combine:

header accounts

accounts that are linked to other accounts

accounts that are associated with a job

accounts that are associated with bank feeds.

When accounts are combined, the non-transaction account information for the primary account—such as account name, description and bank details (for banking accounts)—is retained as the default information for the combined account. The transaction details and opening balance of the secondary account are added to the primary account. The secondary account will be removed and the account number can be reused.

Budgets and job budgets not combined

Budgets and job budgets for the secondary account are not added to the budgets and job budgets of the primary account. You will have to revise the budgets and job budgets of the primary account after combining them.

Select the primary account from the Primary - Move all transactions to list. This is the account that the secondary account’s transaction history and opening balance will be transferred to.

Select the secondary account from the Secondary - Remove all transactions from list.

The next action cannot be undone and we suggest taking a backup

Before continuing, check that you’ve selected the correct accounts to be combined. If you combine the wrong accounts, you will have to restore from a backup and re-enter transactions posted to the accounts since the backup.